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Power BI Microsoft Dynamics CRM 2013 – Part 8
Colin Maitland, 03 November 2014
In my previous blog in this series on Power BI and Microsoft Dynamics CRM 2013, I demonstrated how to expand Option Set, Lookup and Money columns in the Power Query Editor. In this blog I will demonstrate how to expand Parent/Child relationship columns using the opportunity_customer_acocunts re
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Power BI Microsoft Dynamics CRM 2013 – Part 7
Colin Maitland, 02 November 2014
In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel. In my previous blog I demonstrated how to use the Power Query Editor in Microsoft Excel
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Power BI Microsoft Dynamics CRM 2013 – Part 6
Colin Maitland, 22 October 2014
In this blog I will demonstrate how to reduce the number of columns in the Microsoft Dynamics CRM Online AccountSet, ContactSet and OpportunitySet OData Sets previously loaded into the Data Model in Microsoft Excel. This is an important initial step in the preparation of the OData Set queries for us
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Power BI Microsoft Dynamics CRM 2013 – Part 5
Colin Maitland, 21 October 2014
In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create some nice looking, interactive
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Power BI Microsoft Dynamics CRM 2013 – Part 4
Colin Maitland, 20 October 2014
In my previous blog I demonstrated how to configure Power Query options and how to select and load one or more ODataSets from a Microsoft Dynamics CRM Online Organisation using Power Query in Microsoft Excel. In this blog I will demonstrate how to view and configure the relationships between th
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Power BI Microsoft Dynamics CRM 2013 – Part 3
Colin Maitland, 19 October 2014
In my previous blog I demonstrated how to create a connection in Microsoft Excel Professional Plus 2013 to a Microsoft Dynamics CRM Online Organisation for use by the Microsoft Excel Power BI tools such as Power Query, PowerPivot and Power Map. In this blog I will describe how to configur
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Power BI Microsoft Dynamics CRM 2013 – Part 2
Colin Maitland, 15 October 2014
In my previous blog I showed some samples of Power View, PowerPivot and Power Map reports that displayed Account and Opportunity related information retrieved from a Microsoft Dynamics CRM Online Organisation. In this blog I will provide a list of the supported versions of Microsoft Excel, the
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Power BI Microsoft Dynamics CRM 2013 – Part 1
Colin Maitland, 14 October 2014
In this series of blogs I will provide a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to then use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create nice looking, interactive
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Microsoft Dynamics CRM 2013 PowerShell Cmdlets
Colin Maitland, 07 October 2014
Microsoft Dynamics CRM 2013 provides a number of Windows PowerShell cmdlets that may be used to manage a Microsoft Dynamics CRM 2013 deployment. These cmdlets are available on the Microsoft Dynamics CRM 2013 Server which has the Deployment Tools Server Role installed. In order to use the cmdlets you
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Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015
Colin Maitland, 05 October 2014
In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour. Microsoft Dynamics CRM 2015 Supported Server and Client Software • The following software is supported
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Microsoft Dynamics CRM 2013 – Automatically Triggered Background Workflow Processes Scope
Colin Maitland, 22 June 2014
In this blog I will describe how the Scope option for automatically triggered background Workflow Processes is applied using the example of four Workflow Processes designed to be automatically triggered to execute in the background when the Description field on an Opportunity is updated by a User.
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Microsoft Dynamics CRM 2013 Service Pack 1 – Workflow Processes ‘Group OR’ Statement
Colin Maitland, 17 June 2014
In this blog I will briefly describe the use of the new Group OR option for conditional branches in Workflow Processes in Microsoft Dynamics CRM 2013 since Service Pack 1. When using Advanced Find in Microsoft Dynamics CRM there has always been the ability to group individual conditions together us
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Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 3
Colin Maitland, 17 June 2014
In my previous blog I have outlined the differences between using Update or Set State when using Business Rules, Workflow Processes and Plugin Processes to change the Status and/or Status Reason of records for an entity where Status Transitions is enabled. In this blog I will briefly describe t
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Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 2
Colin Maitland, 17 June 2014
In my previous blog I described the new Status Reason Transitions functionality introduced with Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14. In this blog I will demonstrate the behaviour and errors that are displayed when attempting to change the Status a
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Real-Time Workflow Processes and Microsoft Dynamics CRM for Outlook Offline Mode
Colin Maitland, 17 June 2014
In this blog I will discuss when Real-Time Workflow Processes are executed when using Microsoft Dynamics CRM for Outlook in Offline Mode. In Microsoft Dynamics CRM, Workflow Processes are not executed when using Microsoft Dynamics CRM for Outlook Client in Offline Mode. However, with the release of
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